Carson Wealth Management Group Competitors, Revenue, Alternatives and Pricing

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Omaha, NE USA
Total Funding:N/A
Lead Investor(s):N/A

Estimated Revenue & Financials

  • Carson Wealth Management Group's estimated annual revenue is currently $39.7M per year.(?)
  • Carson Wealth Management Group's estimated revenue per employee is $210,000

Employee Data

  • Carson Wealth Management Group has 189 Employees.(?)
  • Carson Wealth Management Group grew their employee count by 17% last year.
  • Carson Wealth Management Group currently has 1 job openings.

Carson Wealth Management Group's mission is to inspire our clients to achieve True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service. Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients attain True Wealth - all that money can't buy and death can't take away. We understand you have unique goals and objectives and we're passionate about helping you discover and achieve your desired outcomes. Barron's Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you'll understand why. CWM, LLC is a Registered Investment Advisor that provides investment management directly through Carson Wealth and a select group of partner financial advisors through Carson Institutional Advisory's Alliance. Investment advisory services offered through CWM, LLC, a Registered Investment Advisor.